Morrison & Foerster advised Cornerstone Capital Group, an SEC-registered investment advisor and early leader of ESG investing, in its merger with Pathstone, an independently operated advisory firm offering families, family offices, and select nonprofit institutions comprehensive family office services and customized investment advice.
Cornerstone’s mission is to help investors achieve targeted environmental and social impact goals without sacrificing investment performance. Their leadership and expertise in sustainable and impact investing will enhance Pathstone’s existing efforts in this increasingly important approach to portfolio construction.
The MoFo deal team was led by San Francisco partner Suz Mac Cormac, with support from associates Jesse Finfrock (San Francisco, Corporate) and Lee Nisson (New York, Corporate), partners Bernie Pistillo (San Francisco, Tax) and Susan Gault-Brown (Washington, D.C., Investment Management), and of counsel Oswald Cousins (San Francisco, Labor + Employment), Tushna Gamadia (New York, Real Estate), and Vincent Novak (San Francisco, Finance).
Read more in Pathstone’s press release.